JEFF Hayes signed Edge One, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Edge One, LLC's EIN is 39-1813629.
Download the official 2024 Form 5500 (PDF) for Edge One, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Edge One, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | 84-0467907 | — | RECORDKEEPER | $7K | — |
| EMPOWER ADVISORY GROUP, LLC | 84-0467907 | — | INVESTMENT MGMT | $710 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GOLDSTEIN ADVISORS LLC |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| INDEXSELECT AGGRESSIVE RETIRE FUND GREAT GRAY · EIN 81-4374798 / PN 001 | Common Collective Trust | — | — | $1.8M | 19.9% | |
| INDEXSELECT MODERATE 2055 FUND CL I GREAT GRAY · EIN 81-4484368 / PN 001 | Common Collective Trust | — | — | $1.4M | 15.0% | |
| INDEXSELECT AGGRESSIVE 2035 FUND CL GREAT GRAY · EIN 81-4393238 / PN 001 | Common Collective Trust | — | — | $1.2M | 13.4% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL GREAT GRAY · EIN 81-4403657 / PN 001 | Common Collective Trust | — | — | $1.2M | 12.9% | |
| INDEXSELECT MODERATE RETIRE FUND CL GREAT GRAY · EIN 81-4430771 / PN 001 | Common Collective Trust | — | — | $583K | 6.3% | |
| PGIM Total Return Bond R6 | Other securities | — | — | $476K | 5.1% | |
| State Street Global Eq ex-US Index K | Other securities | — | — | $389K | 4.2% | |
| MFS Investment Management Value R6 | Mutual Funds | — | — | $357K | 3.8% | |
| INDEXSELECT MODERATE 2035 FUND CL I GREAT GRAY · EIN 81-4457845 / PN 001 | Common Collective Trust | — | — | $247K | 2.7% | |
| JPMorgan Chase & Co. Large Cap Growth R6 | Common Stocks | — | — | $245K | 2.6% | |
| Fidelity Investments 500 Index | Common Collective Trusts | — | — | $197K | 2.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND I GREAT GRAY · EIN 81-4418048 / PN 001 | Common Collective Trust | — | — | $157K | 1.7% | |
| INDEXSELECT AGGRESSIVE 2065 FUND I GREAT GRAY · EIN 38-7275305 / PN 001 | Common Collective Trust | — | — | $118K | 1.3% | |
| maturities through April 2029 -0- | Other securities | — | — | $100K | 1.1% | |
| INDEXSELECT MODERATE 2065 FUND CL I GREAT GRAY · EIN 38-7275306 / PN 001 | Common Collective Trust | — | — | $90K | 1.0% | |
| Fidelity Investments Growth Strategies K6 | Mutual Funds | — | — | $76K | 0.8% | |
| INDEXSELECT MODERATE 2045 FUND CL I GREAT GRAY · EIN 81-4470950 / PN 001 | Common Collective Trust | — | — | $62K | 0.7% | |
| DFA Emerging Markets Core Equity I | Mutual Funds | — | — | $60K | 0.6% | |
| Avantis Investors U. S. Small Cap Value Instl | Mutual Funds | — | — | $58K | 0.6% | |
| Lord Abbett & Co. Developing Growth R6 | Mutual Funds | — | — | $58K | 0.6% | |
| State Street Aggregate Bond Index K | Other securities | — | — | $35K | 0.4% | |
| Fidelity Investments Small Cap Index | Mutual Funds | — | — | $34K | 0.4% | |
| BLACKROCK MID CAP EQUITY INDEX FUND GREAT GRAY · EIN 20-3802327 / PN 001 | Common Collective Trust | — | — | $32K | 0.3% | |
| Fully Benefit Responsive Investment Contract at Contract Value * Empower EI Fixed Account - Series Class I | Other securities | — | — | $17K | 0.2% | |
| BLACKROCK U S TIPS INDEX FUND FEE C BLACKROCK FUNDS-COLLECTIVE TRUSTS · EIN 38-4116835 / PN 001 | Common Collective Trust | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| MIDDLETON, WI |
| INVESTMENT ADVISOR |
| $14K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAP RETIREMENT USA LLC | — | APPLETON, WI | CONTRACT ADMIN | $3K | — |
